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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,583 | $104,544-93.7% | $76,657-91.4% | $152,897-95.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 30.59% | 1014.36%-983.8pp | 1166.74%-1136.2pp | 345.43%-314.8pp |
| Employer contribution / active EE | $1,955 | $3,118-37.3% | $2,303-15.1% | $4,764-59.0% |
| Participant deferral / active EE | $2,859 | $4,236-32.5% | $3,335-14.3% | $5,851-51.1% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |